Creating Leads
  • 22 Feb 2024
  • 1 Minute to read
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Creating Leads

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Article summary

1. Click on Operations or My Bookings

Step 1 screenshot

2. Click on BOOKINGS

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3. Click on Leads

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4. You will see a list of all of your leads

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5. Click on +Lead

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6. You will see a new popup. Enter information accordingly.

Step 6 screenshot

7. When creating a lead, users can manually select Lead Types

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8. Click on Save

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9. Click on OK

Step 9 screenshot


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